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Free professional financial counseling from FinancialPoint, an independent company, for beneficiaries who receive an SGLI, VGLI, FSGLI, or TSGLI insurance payout. Includes up to 40 hours of personal counseling over two years plus a free online will preparation service.
Available to SGLI, VGLI, FSGLI, and TSGLI beneficiaries for 2 years after a claim is paidGuide: 3 things to gather, 6 steps
Under the Heroes Earnings Assistance and Relief Tax Act of 2008, survivors may move the military death gratuity and SGLI insurance proceeds into a Roth IRA or Coverdell education savings account without the normal contribution limits, keeping those funds in tax-advantaged accounts. The rollover must be completed within 12 months of receiving the payment.
Available to recipients of the death gratuity or SGLI proceeds; 12-month rollover windowGuide: 3 things to gather, 5 steps
Partnership between VA and the Association of Military Banks of America (AMBA) that connects veterans with participating banks and credit unions offering free or low-cost accounts for receiving VA benefits via direct deposit, including unbanked veterans previously using paper checks.
Guide: 4 things to gather, 6 steps
Free basic tax return preparation by IRS-certified volunteers, a program that has operated for over 50 years. Find a nearby site with the IRS VITA locator tool or by calling 800-906-9887; Tax Counseling for the Elderly (TCE) sites offer the same free help with a focus on taxpayers 60 and older.
No program-wide income limit; many sites help people who generally make about $70,244 or less, persons with disabilities, and limited-English-speaking taxpayersGuide: 4 things to gather, 5 steps
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